Civic Intelligence

Trinity Elementary School PTO Inc.

990EZ • Fiscal year 2025 • EIN 59-3722191

Jul 01, 2024 to Jun 30, 2025 • Filed on Aug 28, 2025

Organization ProfileN/A
2209 Duck Slough BlvdTrinity, FL 34655-5008

(727) 774-9900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

73rd percentile

20%

Faster asset growth than 73% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$50,933

Up $8,542 (+20%) from 2024

Net Assets

Up

$50,933

Up $8,542 (+20%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Down

$46,626

Down $36,939 (-44%) from 2024

Expenses

Down

$38,084

Down $40,665 (-52%) from 2024

Net Income

Up

$8,542

Up $3,726 (+77%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2013: $12,672Liabilities 2013: $1,6302013Assets 2014: $12,954Liabilities 2014: $02014Assets 2015: $10,578Liabilities 2015: $02015Assets 2016: $9,930Liabilities 2016: $02016Assets 2017: $8,626Liabilities 2017: $02017Assets 2018: $41,804Liabilities 2018: $02018Assets 2020: $46,172Liabilities 2020: $0Net Assets 2020: $46,1722020Assets 2021: $21,968Net Assets 2021: $21,9682021Assets 2022: $30,089Net Assets 2022: $30,0892022Assets 2023: $37,575Net Assets 2023: $37,5752023Assets 2024: $42,391Net Assets 2024: $42,3912024Assets 2025: $50,933Net Assets 2025: $50,9332025

Highlighted filing

2025

Assets$50,933
Liabilities-
Net Assets$50,933
Open 2025 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2013: $79,795Expenses 2013: $90,613Net Income 2013: -$10,8182013Revenue 2014: $39,256Expenses 2014: $37,344Net Income 2014: $1,9122014Revenue 2015: $53,608Expenses 2015: $55,984Net Income 2015: -$2,3762015Revenue 2016: $68,535Expenses 2016: $69,183Net Income 2016: -$6482016Revenue 2017: $37,752Expenses 2017: $39,056Net Income 2017: -$1,3042017Revenue 2018: $65,670Expenses 2018: $32,492Net Income 2018: $33,1782018Revenue 2020: $81,515Expenses 2020: $62,940Net Income 2020: $18,5752020Revenue 2021: $14,976Expenses 2021: $39,180Net Income 2021: -$24,2042021Revenue 2022: $79,765Expenses 2022: $71,644Net Income 2022: $8,1212022Revenue 2023: $49,599Expenses 2023: $42,113Net Income 2023: $7,4862023Revenue 2024: $83,565Expenses 2024: $78,749Net Income 2024: $4,8162024Revenue 2025: $46,626Expenses 2025: $38,084Net Income 2025: $8,5422025

Highlighted filing

2025

Revenue$46,626
Expenses$38,084
Net Income$8,542
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 28, 2025
Return Version
2024v5.2
Gross Receipts
$75,337
Mission and Program Overview

Mission

FUNDRAISING

Program Services

DescriptionGrantsExpenses
STUDENT EVENTS - $4,081 INCOME$0$6,750
SPIRIT WEAR/ SCHOOL STORE - $8,879 INCOME$0$6,520
TEACHER APPRECIATION - $236 INCOME$0$3,628
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMANTHA TOBIASPresidentPT$0--
KAROLINA EVA POEKERTTreasurerPT$0--
CHER GAUWEILERSecretaryPT$0--
JENNIFER GROSNECKPresident ElectPT$0--
JESSICA WALSHCommunicationsPT$0--
JILLIAN KADUKSpecial EventsPT$0--
NICOLE HANSENSpecial EventsPT$0--
KRISTEN INGRAMTeacher LiasonPT$0--
CRYSTAL BARKETBusiness PartnersPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$22,584$22,584$9,550$13,034
Fall Festival$9,841$9,841$4,331$5,510
Total Events$53,032$53,032$28,711$24,321
Filing and Contact Details

Filer

Filer Name
Trinity Elementary School Pto Inc
EIN
59-3722191
Phone
7277749900
Address
2209 DUCK SLOUGH BLVD, TRINITY, FL 34655-5008

Signing Officer

Name
Karolina E Poekert
Title
Treasurer
Phone
7277749900
Signed
2025-08-28
Discuss with paid preparer
Yes

Preparer

Firm
RSC Accounting Services Inc
Address
266 Wilshire Blvd Ste 159, Casselberry, FL 32707
Preparer
Tim E Price
Phone
7279373116
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Donation for technology, supplies, curriculum; cash donations; trinity elementary school: 2209 duck slough blvd., trinity, fl, 34655; none, 12975.”

Form 990EZ, Part I, Line 16

“ANNUAL FL LICENSE 61.”

Form 990EZ, Part I, Line 16

“BANK FEES 10.”

Form 990EZ, Part I, Line 16

“PROGRAM EXPENSES 18223.”

Form 990EZ, Part I, Line 16

“SUPPLIES 3172.”

Form 990EZ, Part I, Line 16

“TEACHER AWARDS 2831.”

Raw XML Appendix221 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KAROLINA EPOEKERT
IRS990EZ/BooksInCareOfDetail/PhoneNum07277749900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01618 AFRICAN VIOLET CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TRINITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042391
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012975
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAMANTHA TOBIAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAROLINA EVA POEKERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHER GAUWEILER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER GROSNECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSICA WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JILLIAN KADUK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NICOLE HANSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KRISTEN INGRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CRYSTAL BARKET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SPECIAL EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SPECIAL EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TEACHER LIASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BUSINESS PARTNERS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024297
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDRAISING
IRS990EZ/PrintingPublicationsPostageAmt0262
IRS990EZ/ProgramServiceRevenueAmt020202
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPIRIT WEAR/ SCHOOL STORE - $8,879 INCOME
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER APPRECIATION - $236 INCOME
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT EVENTS - $4,081 INCOME
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06520
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13628
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028711
IRS990EZ/SpecialEventsNetIncomeLossAmt024321
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038084
IRS990EZ/TotalProgramServiceExpensesAmt016898
IRS990EZ/TotalRevenueAmt046626
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02739
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011596
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt073234
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0142136
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt074582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0126117
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016527
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0432596
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0444192
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0128339
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019266
IRS990ScheduleA/Total509Grp/TotalAmt0444192
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0444192
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028711
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022584
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt020607
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022584
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt020607
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt014830
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028711
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09550
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04331
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATION FOR TECHNOLOGY, SUPPLIES, CURRICULUM; CASH DONATIONS; TRINITY ELEMENTARY SCHOOL: 2209 DUCK SLOUGH BLVD., TRINITY, FL, 34655; NONE, 12975.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL FL LICENSE 61.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES 18223.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES 3172.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER AWARDS 2831.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAROLINA E POEKERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07277749900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRINITY ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0593722191
ReturnHeader/Filer/PhoneNum07277749900
ReturnHeader/Filer/USAddress/AddressLine1Txt02209 DUCK SLOUGH BLVD
ReturnHeader/Filer/USAddress/CityNm0TRINITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0346555008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770704909
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSC Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0266 Wilshire Blvd Ste 159
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Casselberry
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032707
ReturnHeader/PreparerPersonGrp/PhoneNum07279373116
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tim E Price
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-02T10:53:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,933
Liabilities
-
Net assets
$50,933
Revenue
$46,626
Expenses
$38,084
Net income
$8,542
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$50.9$50.9$46.6$38.1$8.54
2024Detailed filing. Detailed filing data is available for this year.$42.4$42.4$83.6$78.7$4.82
2023Detailed filing. Detailed filing data is available for this year.$37.6$37.6$49.6$42.1$7.49
2022Detailed filing. Detailed filing data is available for this year.$30.1$30.1$79.8$71.6$8.12
2021Detailed filing. Detailed filing data is available for this year.$22.0$22.0$15.0$39.2$24.2
2020Detailed filing. Detailed filing data is available for this year.$46.2$0.00$46.2$81.5$62.9$18.6
2018Summary only. Only limited summary data is available for this year.$41.8$0.00$65.7$32.5$33.2
2017Summary only. Only limited summary data is available for this year.$8.63$0.00$37.8$39.1$1.30
2016Summary only. Only limited summary data is available for this year.$9.93$0.00$68.5$69.2$0.65
2015Summary only. Only limited summary data is available for this year.$10.6$0.00$53.6$56.0$2.38
2014Summary only. Only limited summary data is available for this year.$13.0$0.00$39.3$37.3$1.91
2013Summary only. Only limited summary data is available for this year.$12.7$1.63$79.8$90.6$10.8